SalesGURU mobile application enables the app user to see critical information about transaction done by him or her through the reports section. Reports breakdown SalesCollectionEstimatesSales returnsExpensesComplementaryCollection breakdownTop selling customersTop selling products SalesGURU app user can filter all the data above by using the date filter provided.
Select the menu icon.Select Remind option from side menu.Select the Customer that you want to send a SMS reminder.Press Send button to complete. Note: Selected customers will receive a SMS with outstanding balance information, Sales representative name and collection date.
Press deposit button in the home page.Select either cash or cheque to deposit.Select individual Collection items or select all that needs to be deposited.Select the deposit bank from the dropdown.Write down the system generated reference no. in the bank deposit slip.Capture and Save the deposit slip image.Press Confirm button to complete the deposit. Note: Once the deposit is complete Cash in hand or cheque in hand will reduce from the list.
Select Collection module from home page.Select Customer.Select the Payment Method.Enter Collection Amount.Get customer e-Signature if required for confirmation.Press Confirm button to complete the payment collection. Note: Once a payment is collected by a customer his due balance will reduce.
Select Sales Module from Home page.Click the plus action button and select Invoice.Select Customer.Select Category if you are using list view or select the product if grid view.Enter Invoice quantity and press Done button.Re-check the Order Summary before completing, then press Done button. Note: Can request Customer e-Signature if required before pressing Done button.